COMPANY OVERVIEW

Visit Austin — Modern Accounting Solutions for Destination Marketing

Visit Austin stands as the official destination marketing organization (DMO) for the City of Austin. As an accredited member of the Destination Marketing Association International, Visit Austin is responsible for marketing Austin nationally and internationally. Their mission extends beyond promoting Austin as a premier business and leisure destination; it also encompasses enriching the overall quality of life within their community.

CHALLENGES

Transitioning Beyond Legacy Systems: Visit Austin’s Search for a Modern, Cloud-Based Solution

After relying on Microsoft Dynamics SL for two decades, formerly known as Solomon, as their accounting software, Visit Austin recognized the need to shift to a more modern, cloud-based financial management solution. Alongside this realization, Visit Austin faced the challenge of Microsoft discontinuing support for SL, which introduced significant risks, including security vulnerabilities, performance issues, and limited capabilities. This prompted Visit Austin to explore an innovative, flexible accounting solution that seamlessly aligned with their evolving organizational requirements.

Reflecting on the challenges posed by SL, Visit Austin acknowledged the vital need for a user-friendly solution that could provide efficient and streamlined processes for their organization. In their previous system, they had to manually input each project individually, consuming a significant amount of time for their team. This drove Visit Austin to seek a solution that not only addressed the challenge of manual project tracking but also offered advanced capabilities to elevate overall organizational efficiency.

OUTCOMES

Choosing Sage Intacct: Navigating Visit Austin’s Path to an Advanced Solution

Visit Austin initiated a thorough evaluation of potential platforms, including Microsoft Dynamics 365. However, Dynamics 365’s cumbersome nature and lack of project tracking capabilities prompted Visit Austin to seek a more suitable solution. Sage Intacct emerged as the superior choice, offering a user-friendly interface, efficient processes, and robust project tracking capabilities—elements crucial to their requirements. Encouraged by positive feedback from their financial services provider, the Visit Austin team was eager to explore migration options.

Amid outreach from multiple companies, Visit Austin strategically selected CBIZ CompuData as their partner. This decision was grounded in CBIZ CompuData ‘s authenticity, honesty, and a proven track record of successful Sage Intacct implementations. The CBIZ CompuData team demonstrated a deep understanding of Sage Intacct, addressing Visit Austin’s challenges with patience and precision. Their in-depth knowledge about the platform, combined with a solution-oriented approach, facilitated a seamless and successful transition.

“My team and I can’t say enough good things about our move to Sage Intacct with CBIZ CompuData. The CBIZ CompuData team’s in-depth understanding of Intacct made the transition incredibly smooth. Their expertise and patience were evident as they addressed every challenge we presented. The positive impact on our financial processes is remarkable, and we look forward to continued success with Sage Intacct and CBIZ CompuData.”

Gina Palmertree, Director of Finance at Visit Austin

RESULTS

Visit Austin’s Success Story with Sage Intacct

Visit Austin’s successful implementation of Sage Intacct, guided by CBIZ CompuData, has resulted in numerous positive benefits. The combination of Sage Intacct’s cloud-based and intuitive platform, along with the dedicated support from the CBIZ CompuData team, has significantly enhanced Visit Austin’s financial management.

Explore some of the key positive outcomes that Visit Austin has experienced with Sage Intacct:

• Streamlined Project Tracking: Visit Austin highlighted substantial time savings in project tracking. Unlike their previous system, where entering each project individually was a time-consuming task, Sage Intacct streamlines and accelerates this process for the team.
• User-Friendly Platform: Visit Austin highly values Sage Intacct’s forgiving design. The platform’s user-friendly and intuitive interface allows them to fix any errors promptly, such as adjusting a general ledger transaction or correcting a billing date before finalizing the transaction. This feature has significantly contributed to a smoother and error-free financial management experience.
• Improved Processes: Sage Intacct’s speed and intuitiveness, particularly in project tracking, has made an immediate impact for Visit Austin. The team is confident that these efficiency gains will extend across multiple functions, making their day-to-day operations more streamlined and responsive.
• Customized Payroll Journal Entries: The flexibility and customizations within Intacct has proved valuable for Visit Austin. CBIZ CompuData effectively addressed their intricate payroll journal entry needs by creating a customized template that seamlessly integrates with Intacct, providing a streamlined and efficient solution.